Morningstar Catalog 2010/2011 - (Page 49)

+ 1 866 374 – 8800 49 Morningstar Enterprise Data Management Expert data aggregation and distribution services. ® 3 3 3 Leverages 25+ years of experience aggregating and managing data Integrates data from multiple sources with other products or platforms Consultative process results in creative, client-driven implementation plans At Morningstar, collecting, processing, storing, and distributing data is critical to all of our products. After more than 25 years of maintaining our own data, we’re extending our expertise to businesses worldwide challenged with handling theirs. With Morningstar® Enterprise Data Management services, businesses can control their costs by freeing internal resources to focus on core activities while we lead the data management functions we know inside and out. Through individual consultation, we develop creative plans for aggregating, warehousing, and distributing data to and from multiple sources for better use across organizations. We take the time to understand not only a client’s data, but also their business, how they use their data today, and how they wish they could use it. Enterprise Data Management can incorporate multiple data sources into a client’s platform, or bring proprietary or third-party data into Morningstar products. The service reduces data entry for clients who use Morningstar® Advisor Workstation (see p. 45), Morningstar Direct (see p. 11), and other products. SM SM Data Consolidation and Warehousing for Global Businesses Client Inputs Investment Companies Morningstar Data Transfer Agents Custodian Data Temporary Data Storage Processing Parsing files and formats into components Identifying securities Scrubbing data and flagging exceptions Normalizing data into a consistent format Reconciling and resolution by data analysts Reconfirming with an automated test Data Warehouse Delivery into Various Systems ABCo. Applications are virtually unlimited, though Enterprise Data Management is well suited for enterprise portfolio accounting services, retirement-focused reporting, data mining tools, and market data aggregation. Our Portfolio Management Services help broker/dealers meet reporting needs by feeding data on hundreds of thousands of client accounts into an interface where advisors can produce reports that reflect a client’s current account data. Learn more about our data management expertise EnterpriseDataManagement Software Client Applications Websites Data Feeds Archives Report Processors Portfolio Management Services 3 3 3 Data Aggregation and Management 3 Retirement Plan Sponsor Reporting 3 Import client account data Produce management reports Reconcile accounts with Back Office ServicesSM Integrate with third-party systems Import and process third-party and custom data Consolidate into single or multiple delivery options Calculate performance for public or private data Incorporate plan-level data Aggregate participant-level data for reporting 3 3 3 3

Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011

Morningstar Catalog 2010/2011
Legg Mason
T. Rowe Price
Raymond James
Morningstar Direct
RBC Global Asset Management (U.S.) Inc.
Morningstar® EnCorr®
CPMS Equity Market Service and CPMS Backtest Service
Morningstar® Workstation
Morningstar® Annuity Research CenterSM
Morningstar Quotes
Alpari (UK) Ltd
Morningstar LIM
Morningstar® QuoteSpeed
Morningstar® Fund Research
Morningstar® Equity Research
Morningstar® ETF Research
Morningstar® Corporate Credit Research
Morningstar Realpoint
Morningstar Associates
Ibbotson Associates
Morningstar Investment Services
Morningstar® Licensed Data
Morningstar® Document Library
Manager Benchmarks
Manager Profiles
Morningstar® Alternative Investment Center
Morningstar® Traded Fund Center
Morningstar® Pension and Endowment Center
Morningstar® Indexes
Morningstar® Equity Licensed Data
Morningstar® Document Research
Morningstar FootnotedPro
Morningstar® Advisor Workstation
Morningstar® Analyst Research Center
Morningstar® Portfolio Builder
Morningstar® Annuity Analyzer
Morningstar® Enterprise Data Management
Morningstar® Site Builder and Licensed Tools
Investor Relations Services
Morningstar® Advisor Websites
Morningstar Office
Labrum Capital Advisors, LLC
Morningstar® Principia
CPMS Model Portfolios
Advisor Professional Development
Morningstar® Newsletter Builder
Financial Charts and Presentations
Ibbotson® SBBI® Classic Yearbook
Corporate Performance Graph Service
Morningstar® Institutional Marketing and Sales Solutions
Morningstar® Investment Profiles and Guides
Morningstar Valuation Services
Ibbotson Valuation Publications
Ibbotson® Cost of Capital Resources Center
Advertising Services
Customer and Employee Incentive Programs®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books

Morningstar Catalog 2010/2011